FAQs

faqs

Most Popular Questions

Welcome to our general FAQ page. Here, you’ll find answers to common questions about our organization and the range of services we offer. For specific inquiries about individual services, please visit the respective service pages on our website. If you can’t find the answer you’re looking for, don’t hesitate to contact us directly.

Is Jonathan Associates CPA Inc. a licensed accounting firm?

Yes, Jonathan Associates CPA Inc. is a fully licensed and accredited accounting firm. All our CPAs are licensed by the Massachusetts Board of Public Accountancy and are members of the American Institute of Certified Public Accountants (AICPA). We maintain our licenses through ongoing professional education and adherence to strict ethical standards.

How do clients pay for your services?

We offer flexible payment options to suit our clients' needs. These include credit card payments, electronic bank transfers, and traditional checks. For ongoing services, we can set up monthly retainers or installment plans. We discuss payment terms upfront and provide clear, itemized invoices for all services rendered.

Will you represent me if I'm audited by the IRS?

Absolutely. If you're audited by the IRS or any state tax authority, we provide full representation services. Our experienced tax professionals will communicate with the IRS on your behalf, gather necessary documentation, attend meetings, and work to resolve the audit as favorably as possible. This service is available to all our tax clients. decisions.

Can you assist with contentious estate planning situations?

Yes, we have experience in dealing with complex and potentially contentious estate planning scenarios. Our team works closely with legal professionals to navigate difficult family dynamics, complex asset structures, and tax implications. We strive to find solutions that minimize conflict while ensuring our clients' wishes are respected and their assets are protected.

Do you offer virtual consultations and remote services?

Yes, we provide virtual consultations and remote services for clients who prefer this option or are unable to visit our office in person. We use secure, encrypted platforms for video conferencing and document sharing to ensure the confidentiality of your financial information.

How do you ensure the security and confidentiality of client information?

We take the security and confidentiality of client information very seriously. We employ state-of-the-art encryption for all digital data, use secure cloud storage, and have strict internal protocols for handling sensitive information. Our staff undergoes regular training on data protection and privacy laws. We are fully compliant with all relevant regulations, including GDPR and CCPA where applicable.

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Can you help with international tax issues?

Yes, we have expertise in international tax matters. Whether you're an expat, have foreign investments, or run a business with international operations, we can assist with complex issues such as foreign tax credits, treaty benefits, FBAR filings, and compliance with FATCA regulations. virtual CFO, providing the financial expertise you need.

Looking for a First-Class Accounting & Finance Firm?

At Jonathan Associates CPA Inc., we welcome the opportunity to become your trusted financial partner. We’re just a click or call away. Reach out to us today, and let’s discuss how we can help you achieve your financial goals.

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